How to Setup Default Notifications

Configuring the default notifications will provide a default notification rule for exceptions at all sites. The rules created here will automatically apply to all sites in the dashboard. Many of these notifications can be customized in the site profile. This allows certain site to use unique notification rules that may include the client, account manager or supervisor.

Access Default Notifications

Access Default Notifications

Access the default notification rules in the settings menu. Click on the "Settings" tile from the left-hand side menu. In the settings menu, select the "Notifications" option.

Setup and Customize the Notification Sender

Setup and Customize the Notification Sender

To enable notifications you will need to configure the Notification Sender. You will need to validate the email information, be sure that you have access to the email address you list. For example, a typical the email is [email protected][Yourcompany].com.

  1. Send Emails FROM: (Email): Setup an email address as the sender for email notifications from the system.
  2. Send Emails FROM: (Name): Create a name for the sender of the email. This is usually a generic name indicating that the notification was automatically generated.

Configure Default Notification Rules

Configure Default Notification Rules

The steps provided below can be used to set the default notification rules for any of the notification types. Select the appropriate tab ("Late Checkpoint" shown above) and perform the steps below to customize the notification rule.

  1. Select the tab for the notification you would like to configure.
  2. From the drop-down menu, select Create custom notification rules.
  3. Click on the [Save] button to move to start adding contacts.

Add Recipients to the Notification Rule

Add Recipients to the Notification Rule
  1. Click on the [+ Add More] link button to add recipients to the notification list.
  2. Select whether the notification will arrive via SMS or email.
  3. Enter the email address or mobile number of the recipient.

Review the Types of Notifications Available

Review the Types of Notifications Available

Review the notification options. Admins will be able to configure any of the necessary notifications. If not configure, the notification rule will default to not send.

  1. Late Checkpoint: Turn this notification on to set the list of recipients that will be notified when a checkpoint or tour is not performed as scheduled.
  2. Alerts/Panic/Important Reports: Turn this on to receive notifications when an officer triggers the panic button or an important report is written.
  3. Late Clock-In: Receive a notification when any branch officer has not clocked into a scheduled shift.
  4. Missed Breaks: This notification is triggered if a break, scheduled during an officer's shift, was never taken.
  5. Longer Breaks: This notification is triggered if the period of time that an officer remains "On Break" extends beyond the time scheduled for the break.

Review Recurrent Notification Rules Created for Certain Sites

Review Recurrent Notification Rules Created for Certain Sites

Recurrent Tasks stores logs of automated tasks in the system. The records shown in Recurrent Tasks show the name of the automated action, the time and date of the last time the task was executed and the time and date of the next scheduled tasks.

In most cases these files will be used to for reference in troubleshooting. If you notice a notification was not sent, the logs in Recurrent Tasks will provide a record for every time that tasks executed.

Audit Send Notifications

Audit Send Notifications

Use the "Action Queue Settings" to review notifications that have been sent. This section will keeps logs for notifications sent from the system as well as the status of the notification.